13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001911407
申報總市值
US$8.1億
US$8.1億
160 檔
16.8%
在 Q1 2025 申報期間，Eagle Rock Investment Company, LLC（CIK: 0001911407）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$8.1億，共持有 160 個公開申報部位。
從 Q1 2025 申報觀察，Eagle Rock Investment Company, LLC 採取防禦導向的調倉策略，本季減碼 25 檔個股並出清 4 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Eagle Rock Investment Company, LLC 的前 5 大核心持股（包含 BND, AVGO, GOOGL 等）合計佔整體申報市值的 16.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-其他 | 10.19% | -1.24% | +81.15% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.72% | +0.12% | -12.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.27% | +0.14% | -3.76% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.07% | -0.43% | +1.29% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.32% | +2.70% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.95% | -0.01% | -2.28% | |
| 7 | CB | Chubb Limited | 股票-金融 | 2.94% | -0.21% | -0.39% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.69% | — | -6.04% | |
| 9 | AZO | Autozone Inc | 股票-循環性消費 | 2.52% | -0.17% | -9.59% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.41% | +0.33% | -0.48% | |
| 11 | AXP | American Express Co | 股票-金融 | 2.10% | -0.08% | -11.15% | |
| 12 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 2.02% | -0.44% | -3.08% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.98% | +0.19% | -53.24% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.97% | -0.27% | -51.28% | |
| 15 | COR | Cencora Inc | 股票-醫療保健 | 1.86% | -0.35% | -0.33% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 1.63% | +2.09% | +8.71% | |
| 17 | FISV | Fiserv Inc | 股票-其他 | 1.58% | -0.22% | EXIT | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.54% | +0.59% | -2.14% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.46% | +0.37% | -4.83% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.42% | -0.48% | -0.59% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.22% | +0.10% | +0.89% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 1.18% | -0.03% | +2.11% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.12% | -0.16% | -1.56% | |
| 24 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.12% | -0.32% | -0.13% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.11% | -0.15% | +0.94% | |
| 26 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.07% | -0.23% | — | |
| 27 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.01% | -0.52% | +0.14% | |
| 28 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 1.00% | -0.26% | +16.03% | |
| 29 | MU | Micron Technology Inc | 股票-科技 | 0.96% | +1.02% | +0.16% | |
| 30 | SUB | Ishares Short-term National | ETF-其他 | 0.88% | -0.10% | +0.84% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.87% | -0.10% | +5.37% | |
| 32 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.87% | -0.03% | -12.72% | |
| 33 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.86% | +0.28% | +12.34% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.84% | -0.18% | +51.06% | |
| 35 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.84% | — | -30.58% | |
| 36 | APO | Apollo Global Management Inc | 股票-金融 | 0.81% | +0.03% | +56.51% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 0.81% | +0.01% | -0.89% | |
| 38 | NSC | Norfolk Southern CORP | 股票-工業 | 0.78% | — | -0.13% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.75% | -0.12% | +7.97% | |
| 40 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.73% | -0.37% | +10.09% | |
| 41 | CLX | Clorox Company | 股票-非循環性消費 | 0.73% | -0.15% | +4.65% | |
| 42 | FANG | Diamondback Energy Inc | 股票-能源 | 0.72% | -0.17% | +22.34% | |
| 43 | C | Citigroup Inc | 股票-金融 | 0.69% | +0.04% | -1.60% | |
| 44 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.64% | +0.09% | +0.35% | |
| 45 | COF | Capital One Financial CORP | 股票-金融 | 0.64% | +0.05% | -0.97% | |
| 46 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.61% | -0.34% | EXIT | |
| 47 | PGR | Progressive CORP | 股票-金融 | 0.61% | -0.07% | — | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.60% | -0.07% | +3.00% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.57% | -0.01% | -16.16% | |
| 50 | MCK | Mckesson CORP | 股票-醫療保健 | 0.55% | -0.06% | +0.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +4.9% | +81.15% | 加碼 |
| 2 | STZ | Constellation Brands Inc-a | +0.5% | NEW | 新建倉 |
| 3 | WRB | Wr Berkley CORP | +0.4% | NEW | 新建倉 |
| 4 | COR | Cencora Inc | +0.4% | -0.33% | 減碼 |
| 5 | CB | Chubb Limited | +0.3% | -0.39% | 減碼 |
| 6 | QCOM | Qualcomm Inc | +0.3% | +51.06% | 加碼 |
| 7 | V | Visa Inc-class A Shares | +0.3% | -0.48% | 減碼 |
| 8 | KLAC | Kla CORP | +0.3% | +8.71% | 加碼 |
| 9 | HCA | Hca Healthcare Inc | +0.3% | -3.08% | 減碼 |
| 10 | AZO | Autozone Inc | +0.3% | -9.59% | 減碼 |
| 11 | CVX | Chevron CORP | +0.2% | -0.59% | 減碼 |
| 12 | UBER | Uber Technologies Inc | +0.2% | NEW | 新建倉 |
| 13 | APO | Apollo Global Management Inc | +0.2% | +56.51% | 加碼 |
| 14 | TTWO | Take-two Interactive Softwre | +0.2% | +12.34% | 加碼 |
| 15 | ELV | Elevance Health Inc | +0.2% | +18.51% | 加碼 |
| 16 | GEHC | GE Healthcare Technology | +0.2% | +16.03% | 加碼 |
| 17 | GLDM | Spdr Gold Minishares Trust | +0.2% | NEW | 新建倉 |
| 18 | VZ | Verizon Communications Inc | +0.2% | -0.13% | 減碼 |
| 19 | JNJ | Johnson & Johnson | +0.2% | -1.56% | 減碼 |
| 20 | FANG | Diamondback Energy Inc | +0.1% | +22.34% | 加碼 |
| 21 | WEX | Wex Inc | +0.1% | +94.98% | 加碼 |
| 22 | AMAT | Applied Materials Inc | +0.1% | +56.77% | 加碼 |
| 23 | PGR | Progressive CORP | +0.1% | — | 不變 |
| 24 | JPM | Jpmorgan Chase & Co | 0% | -6.04% | 減碼 |
| 25 | MC | Moelis & Co - Class A | -0.1% | — | 不變 |
| 26 | DIS | Walt Disney Co/the | -0.1% | +0.94% | 加碼 |
| 27 | UPS | United Parcel Service-cl B | -0.1% | -0.89% | 減碼 |
| 28 | CPAY | Corpay Inc | -0.1% | -21.42% | 減碼 |
| 29 | LULU | Lululemon Athletica Inc | -0.1% | — | 不變 |
| 30 | EVR | Evercore Inc - A | -0.1% | +0.05% | 加碼 |
| 31 | CTRA | Coterra Energy Inc | -0.1% | -54.35% | 減碼 |
| 32 | ADBE | Adobe Inc | -0.1% | +2.11% | 加碼 |
| 33 | FISV | Fiserv Inc | -0.1% | -16.89% | 減碼 |
| 34 | TGT | Target CORP | -0.2% | -5.62% | 減碼 |
| 35 | UNP | Union Pacific CORP | -0.2% | -47.49% | 減碼 |
| 36 | J | Jacobs Solutions Inc | -0.2% | EXIT | 清倉 |
| 37 | HAS | Hasbro Inc | -0.2% | EXIT | 清倉 |
| 38 | MSFT | Microsoft CORP | -0.2% | +2.70% | 加碼 |
| 39 | BAH | Booz Allen Hamilton Holdings | -0.2% | EXIT | 清倉 |
| 40 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -2.14% | 減碼 |
| 41 | CNQ | Canadian Natural Resources | -0.3% | EXIT | 清倉 |
| 42 | EA | Electronic Arts Inc | -0.3% | -30.58% | 減碼 |
| 43 | AAPL | Apple Inc | -0.4% | -2.28% | 減碼 |
| 44 | FDX | Fedex CORP | -0.4% | -69.97% | 減碼 |
| 45 | AXP | American Express Co | -0.4% | -11.15% | 減碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.8% | -3.76% | 減碼 |
| 47 | AMZN | Amazon.com Inc | -0.9% | -72.95% | 減碼 |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1.9% | -51.28% | 減碼 |
| 49 | AVGO | Broadcom Inc | -2% | -12.25% | 減碼 |
| 50 | BSV | Vanguard Short-term Bond ETF | -2.1% | -53.24% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Eagle Rock Investment Company, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$8.1億，共申報了 160 個公開持股部位。
在 Q1 2025 季度，Eagle Rock Investment Company, LLC 按市值排列的前三大核心持股分別為：BND (10.2%)、AVGO (3.7%)、GOOGL (3.3%)。其中最大持股部位 BND 佔據整體投資組合約 10.2% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
STZ
市值: US$304.3萬
本季最大獲利了結 / 清倉標的
CNQ
前期市值: US$189.4萬
在 Q1 2025 季度中，Eagle Rock Investment Company, LLC 共進行了 47 項持倉異動，包含新建倉 4 個部位、加碼 14 個部位、減碼 25 個部位以及清倉 4 個部位。 其中最大新建倉標的為 STZ。 本季清倉部位包含 CNQ。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。